See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,660 | $104,251+85.8% | $91,001+112.8% | $147,584+31.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 19.29% | 27.06%-7.8pp | 4.60%+14.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $11,659 | $3,116+274.2% | $2,456+374.8% | $4,876+139.1% |
| Participant deferral / active EE | $8,271 | $4,195+97.2% | $3,547+133.2% | $5,439+52.1% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |